Latest Institutional Transactions on Industrial Sector Spdr (XLI)
This table provides information on the latest institutional transactions involving Industrial Sector Spdr (XLI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-973- 16.92% |
$144K - $151K
|
4.78K
$726K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
75+ 0.21% |
$11.1K - $11.6K
|
36.2K
$5.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-350- 4.33% |
$51.8K - $54.2K
|
7.74K
$1.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.09K- 32.97% |
$161K - $169K
|
2.21K
$337K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
539+ 4.92% |
$79.7K - $83.5K
|
11.5K
$1.75M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
64+ 711.11% |
$9.47K - $9.92K
|
73
$11.1K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-215- 3.94% |
$31.8K - $33.3K
|
5.25K
$798K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.52K+ 15.29% |
$373K - $391K
|
19K
$2.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-73- 2.44% |
$10.8K - $11.3K
|
2.92K
$444K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-403- 0.86% |
$59.6K - $62.5K
|
46.5K
$7.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
313+ 4.64% |
$46.3K - $48.5K
|
7.06K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
10+ 0.54% |
$1.48K - $1.55K
|
1.86K
$283K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
172+ 92.97% |
$25.4K - $26.7K
|
357
$54.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
146+ 7.94% |
$21.6K - $22.6K
|
1.99K
$302K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-36- 1.28% |
$5.33K - $5.58K
|
2.79K
$423K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
23+ 1.2% |
$3.4K - $3.56K
|
1.93K
$294K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.89K- 25.13% |
$575K - $602K
|
11.6K
$1.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.75K- 0.1% |
$555K - $581K
|
3.61M
$548M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
15.1K+ 48.16% |
$2.23M - $2.34M
|
46.4K
$7.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-90- 0.88% |
$13.3K - $13.9K
|
10.2K
$1.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4+ 0.12% |
$592 - $620
|
3.3K
$501K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
52+ 11.74% |
$7.69K - $8.06K
|
495
$75.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-144- 1.5% |
$21.3K - $22.3K
|
9.47K
$1.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-66- 1.36% |
$9.76K - $10.2K
|
4.79K
$728K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
801+ 16.35% |
$118K - $124K
|
5.7K
$867K
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
940+ 3.63% |
$139K - $146K
|
26.9K
$4.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
885+ 3.45% |
$131K - $137K
|
26.6K
$4.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
2.19KNew |
$324K - $340K
|
2.19K
$333K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-194- 32.72% |
$28.7K - $30.1K
|
399
$60.7K
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.1K+ 7.22% |
$311K - $326K
|
31.2K
$4.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.97KNew |
$440K - $461K
|
2.97K
$452K
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.74K+ 11.8% |
$258K - $270K
|
16.5K
$2.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
52+ 0.33% |
$7.69K - $8.06K
|
15.9K
$2.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-47- 8.03% |
$6.95K - $7.28K
|
538
$81.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
8.4K+ 9.86% |
$1.24M - $1.3M
|
93.7K
$14.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
1K+ 17.52% |
$148K - $155K
|
6.73K
$1.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-6- 0.3% |
$888 - $930
|
2.02K
$306K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
9+ 0.41% |
$1.33K - $1.39K
|
2.21K
$335K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-205- 0.29% |
$30.3K - $31.8K
|
71.1K
$10.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.5K+ 61.43% |
$2.15M - $2.25M
|
38.2K
$5.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-2- 0.09% |
$296 - $310
|
2.18K
$332K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22.1K+ 466.97% |
$3.27M - $3.43M
|
26.9K
$4.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.6KNew |
$236K - $247K
|
1.6K
$243K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.6KNew |
$236K - $248K
|
1.6K
$243K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
450+ 1.11% |
$66.6K - $69.7K
|
40.9K
$6.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-8.44K- 1.18% |
$1.25M - $1.31M
|
708K
$108M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.06K+ 0.81% |
$749K - $785K
|
628K
$95.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
77+ 1.97% |
$11.4K - $11.9K
|
3.99K
$607K
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
2.57K+ 17.9% |
$380K - $398K
|
16.9K
$2.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-85- 7.69% |
$12.6K - $13.2K
|
1.02K
$155K
|
|